Watch video guide
2:56 Minutes
Overview of Loyverse + QuickBooks Online integration
Connect Loyverse and QuickBooks Online to capture all daily transactions from Loyverse and sync all data in a summarized invoice in QuickBooks Online. Map sales, payments and taxes. Track by products, by location and by categories.
-
Sales sync
- On a daily basis, the integration will sync a summary of your previous day’s sales data from Loyverse into QuickBooks Online, generating an invoice.
- You can customise your preferred sales summary view choosing from a wide array of formats.
- Capture all payment transactions including liabilities, loyalties, tax, fees and more.
- Easily reconcile Loyverse sales and payments in QuickBooks Online.
How to set up Loyverse + QBO integration
-
Register or sign in to the Amaka dashboard to get started.
-
Click the New integration button and select Loyverse + QuickBooks Online from the integrations list to commence the setup.
-
Sign in to your Loyverse account by clicking the Connect new account button underneath Loyverse logo. Follow the guided authentication process to grant all relevant permissions.
-
Authenticate your QuickBooks Online account following the guided authentication process, then click Save + Continue.
-
Follow the wizard to choose your preferred configuration method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
-
Click Save + Continue to finish and activate the integration.
Configuration methods
At the beginning of your setup wizard, you’ll be able to choose your preferred configuration method from the options listed below.
Express configuration
Every day, an invoice with your daily sales summary will be created in QuickBooks Online.
The integration will automatically map sales and payments from Loyverse into QuickBooks Online by creating the following default accounts:
|
Sales Type |
Quickbooks Account / Product and Service Name |
Quickbooks Account Type |
Quickbooks Account Detail Type |
Quickbooks Accounts Products and Services Type |
Account Number/SKU |
|
Sales |
Loyverse Sales |
Income |
Sales of Product Income (SalesOfProductIncome) |
Non-inventory |
LV-2000 |
|
Discounts |
Loyverse Discounts |
Income |
Sales of Product Income (SalesOfProductIncome) |
Non-inventory |
LV-2001 |
|
Loyalty |
Loyverse Loyalty Discounts |
Income |
Sales of Product Income (SalesOfProductIncome) |
Non-inventory |
LV-2003 |
|
Tips |
Loyverse Tips |
Income |
Other Primary Income |
Non-inventory |
LV-2004 |
|
Surcharges |
Loyverse Surcharges |
Income |
Other Primary Income |
Non-inventory |
LV-2002 |
|
Cash Rounding |
Loyverse Sales |
Income |
Sales of Product Income (SalesOfProductIncome) |
Non-inventory |
LV-2000 |
|
Adjustment |
Loyverse Sales |
Income |
Sales of Product Income (SalesOfProductIncome) |
Non-inventory |
LV-2000 |
Scroll horizontally.
|
Payment Type |
Quickbooks Account / Product and Service Name |
Quickbooks Account Type |
Quickbooks Account Detail Type |
Quickbooks Accounts Products and Services Type |
Account Number/SKU |
|
(Custom Payment Types created by users in Loyverse) |
“Loyverse {Lovyerse Payment Type Name} Clearing” |
Other Current Asset |
Other Current Asset (OtherCurrentAssets) |
Non-inventory |
LV-61__ |
|
All Other Payment Types |
Loyverse Other Payment Clearing |
Other Current Asset |
Other Current Asset (OtherCurrentAssets) |
Non-inventory |
LV-6000 |
Advanced configuration
The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Loyverse.
Guided setup
Schedule a call with one of our Integration Specialists that will help you decide on the best configuration method for you and guide you through the setup.
Schedule a call now